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Investment Planning

Financial Planning: managing short- and long-term goals.

How well you manage your money today can go a long way towards helping you achieve your future objectives. Creating a personal financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a strategy, it's easier to make financial decisions and stay on track to meet your goals. Sterling Wealth Services* may be able to help. By listening and taking the time to understand your individual needs, your Sterling Wealth Services Financial Consultant* can help you realize your financial dreams. We make available a full range of options to make banking easier and smarter:

Retirement Planning

In today's uncertain economy, retirement planning has become increasingly important. With an overwhelming number of options for saving and investing, planning for and managing your retirement finances can be quite a challenge. Working with a Sterling Wealth Services Financial Consultant can help you pursue financial well-being and give you confidence.

Wealth Transfer Planning

Wealth Transfer Planning can help you preserve the assets you've accumulated to transfer to future generations. By listening and taking the time to understand your specific needs, your Sterling Wealth Services Financial Consultant will work with you and your tax professional to develop an appropriate plan to facilitate the tax-efficient transfer of assets to your beneficiaries.

It’s easy to get started.

Simply complete our Contact Form and a local Sterling Wealth Services Financial Consultant will be glad to contact you and setup a meeting to discuss your needs and help provide relevant strategies from a wide choice of products and services.

*Legal Disclosures

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CT, NY, NJ, PA, MA, FL and CA.

Securities offered through LPL Financial, Member FINRA/ SIPC.Insurance products offered through LPL Financial or its licensed affiliates. Sterling National Bank and Sterling Wealth Services are not registered broker/dealers and are not affiliated with LPL Financial.


Not FDIC InsuredNo Bank GuaranteeMay Lose Value
Not a Bank DepositNot Insured by any Federal Government Agency